| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
28472.87 |
Day 28 |
Yes |
2418.83 |
31-90 Days |
CB-1-Q |
30255.70 |
None |
Yes |
Liberty Wealth Management LLC |
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
29375.96 |
Day 28 |
Yes |
1529.94 |
7-30 Days |
CB-2-Q |
26665.17 |
Partial |
No |
|
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
42750.71 |
Day 28 |
No |
4140.87 |
91-180 Days |
S-1-Q |
45873.53 |
Partial |
No |
|
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
30967.94 |
Day 28 |
No |
144.99 |
91-180 Days |
S-2-Q |
36503.39 |
None |
Yes |
Liberty Wealth Management LLC |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
5376.75 |
Day 28 |
Yes |
179.66 |
91-180 Days |
S-3-Q |
4749.14 |
Full |
Yes |
Liberty Mortgage Services Corp. |
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
22836.62 |
Day 28 |
No |
1005.68 |
91-180 Days |
S-4-Q |
22141.91 |
Full |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
41905.90 |
Day 28 |
No |
2225.46 |
<7 Days |
CB-3-Q |
46382.67 |
Full |
Yes |
Liberty Wealth Management LLC |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
22636.39 |
Day 28 |
Yes |
1093.51 |
<7 Days |
G-1-Q |
24621.65 |
Partial |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
1964.34 |
Day 28 |
No |
173.96 |
<7 Days |
G-2-Q |
1701.52 |
Partial |
Yes |
Liberty Capital Markets Inc. |
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
37677.60 |
Day 28 |
Yes |
3019.44 |
7-30 Days |
G-3-Q |
35680.14 |
Full |
Yes |
Liberty Capital Markets Inc. |
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
41343.78 |
Day 28 |
Yes |
1772.39 |
<7 Days |
S-5-Q |
33188.33 |
None |
Yes |
Liberty Capital Markets Inc. |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
31219.90 |
Day 28 |
No |
1695.56 |
<7 Days |
S-6-Q |
30097.27 |
None |
Yes |
Liberty Wealth Management LLC |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
42711.63 |
Day 28 |
Yes |
1613.49 |
91-180 Days |
S-7-Q |
36580.40 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
31753.90 |
Day 28 |
No |
1183.23 |
91-180 Days |
E-1-Q |
32027.46 |
Partial |
No |
|
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
17295.49 |
Day 28 |
Yes |
37.73 |
31-90 Days |
E-2-Q |
13879.74 |
Partial |
Yes |
Liberty Wealth Management LLC |
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
4049.08 |
Day 28 |
Yes |
334.98 |
<7 Days |
IG-1-Q |
4730.22 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
43765.91 |
Day 28 |
Yes |
1220.54 |
91-180 Days |
IG-2-Q |
47747.99 |
Full |
Yes |
Liberty Mortgage Services Corp. |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
30906.71 |
Day 28 |
Yes |
2127.95 |
31-90 Days |
C-1 |
33383.83 |
Partial |
Yes |
Liberty Wealth Management LLC |
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
16327.35 |
Day 28 |
No |
535.29 |
<7 Days |
CB-4 |
18496.01 |
Full |
No |
|
Investment Banking |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
38207.65 |
Day 28 |
No |
640.89 |
31-90 Days |
E-10 |
41983.39 |
None |
No |
|
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
22852.24 |
Day 28 |
No |
1466.94 |
91-180 Days |
E-3 |
26078.47 |
Partial |
No |
|
Wholesale Lending |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
1704.40 |
Day 28 |
Yes |
112.22 |
7-30 Days |
E-4 |
1557.62 |
Partial |
Yes |
Liberty Mortgage Services Corp. |
Trading |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
20209.42 |
Day 28 |
Yes |
620.99 |
<7 Days |
E-5 |
17936.75 |
None |
No |
|
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
Yes |
43815.33 |
Day 28 |
No |
1681.31 |
91-180 Days |
E-6 |
49710.74 |
Full |
Yes |
Liberty International Finance Ltd. |
Capital Markets |
| 2025-10-08 |
Liberty National Bank |
O.W.9 |
Onshore Borrowing |
Retail |
No |
862.93 |
Day 28 |
No |
63.28 |
91-180 Days |
E-7 |
946.55 |
Full |
No |
|
Capital Markets |